Schedule a Report - YouNegotiate Docs

Real-World Example

Maya wants the operations team to receive a weekly Notice Responses report every Monday. She creates a scheduled export, selects Notice Responses, chooses Weekly, and enters multiple recipient emails separated by commas. The scheduled command later generates the report, emails the CSV, updates last sent time, and deletes the temporary export file.

Visual Flow

Frequencies

Frequency	Scheduled Command Behavior
Daily	Runs from the daily CRM schedule export command.
Weekly	Runs on Monday from the weekly CRM schedule export command.
Monthly	Runs from the monthly CRM schedule export command.

How It Should Work

It should let users create, edit, pause, resume, and delete scheduled exports.
It should validate every recipient email.
It should skip paused schedules.
It should only send a schedule when it has not been sent within its frequency window.

How It Should Not Work

It should not send paused schedules.
It should not send duplicate reports within the same frequency window.
It should not send a report if no matching rows exist.

Developer Notes

Daily CRM exports run at 11:00, weekly CRM exports run Mondays at 11:15, and monthly CRM exports run at 11:30.
The email job updates last_sent_at after sending.

app/Livewire/ConsumerResponseManager/ScheduleExport/ListPage.php
app/Livewire/ConsumerResponseManager/ScheduleExport/CreateOrUpdate.php
app/Console/Commands/DailyCRMScheduleExportCommand.php
app/Console/Commands/WeeklyCRMScheduleExportCommand.php
app/Console/Commands/MonthlyCRMScheduleExportCommand.php
app/Jobs/SendCRMScheduleExportEmailJob.php

​Real-World Example

​Visual Flow

​Frequencies

​How It Should Work

​How It Should Not Work

​Developer Notes

​Related App Areas